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Level up your skills in business process automation for Salesforce marketing cloud admin with our training
259 students
Learn the ins and outs of business process automation for Salesforce marketing cloud admin with airSlate Academy training and discover new perspectives for your business. Find out how to improve your daily workflows through airSlate integration with Salesforce and streamline your efficiency.
About this course
We’ve created this learning program to show the importance of document workflow automation and disclose practical insights for Salesforce marketing cloud admin to use its functionality for greater efficiency. Our training leads you on how to set up automation for your CRM processes and shift your attention from routine to more critical activities.
After finishing this course, you will know how to build and manage your everyday CRM workflows most productively and discover ways to route records between forms and systems with manual data input hassles left in the past.
After finishing this course, you will know how to build and manage your everyday CRM workflows most productively and discover ways to route records between forms and systems with manual data input hassles left in the past.
What’s included:
- Lessons explaining the specifics of business process automation for Salesforce marketing cloud admin utilizing airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A training completion badge for your CV and LinkedIn profile as evidence of your new skills.
What will you learn?
- Why automating repeating workflows is important for organization efficiency.
- What crucial tasks Salesforce marketing cloud admin can streamline with no-code automation capabilities.
- How to get started with airSlate and set up a Workspace for your company.
- How to create document workflows from scratch or using ready-made templates.
- How to set up Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce marketing cloud admin and anyone frequently working in your CRM
- Salesforce users considering streamlining their everyday processes
- Everyone looking for new career opportunities led by workflow automation skills
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Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Our platform doesn’t set any time restrictions for your studies. You can register and start your training course at any moment. You can put it on pause and get back to your studies whenever you it is convenient. And lastly, your accomplished courses will be available whenever you want to refresh your expertise.
Yes, we’ve made all our training programs totally free and available for everyone interested. You only need to sign-up with our Academy platform and enroll in the selected certification program. If you haven’t set up an account with airSlate yet, we recommend creating one straight away so you can practice what you’ve learned.
No, you won’t need any particular knowledge or skills to start your workflow automation path. Our product provides no-code solutions for various document-related task completion, including data transition between documents and apps. You’ll find them easy to use and quick to learn from, and anyone can get on board with our training, no matter their technical background.
Many resources on the web help clarify workflow automation. Our training platform provides one of the most effective ways for Salesforce marketing cloud admin to quickly discover how no-code workflow automation works for their business and what beliefs it brings. Our training gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.
Every training on our platform requires only a few hours to complete all its parts. However, if you haven’t utilized our solution before, getting familiar with all it can do may take more time. We recommend new users start with the Fundamentals and Bots programs and look through the various ways that others have used airSlate that might apply to your company.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs properly. CRM integration with airSlate allows Salesforce marketing cloud admin to automate complex document workflows, eliminate errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM increases efficiency within your organization and helps your staff spend less time on tedious routines. They can concentrate instead on the things that matter most. Our training programs reveal the ways to achieve this.